South African retail sales continue to slump in November

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By Kevin Lings

Stats SA have released the retail sales data for November 2007. According to this latest survey, retail sales rose by a very modest 0.2%y/y in real terms in November. This compares with a 1.9%y/y in October and 1.7%y/y in September. The market was expecting a decline of 0.4%y/y, but [...]

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Words from the wise for the week that was (Jan 14 – 20, 2008)

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This regular weekly article highlights some thought-provoking news items and quotes from market commentators during the past week, and briefly reviews the week’s market action on the basis of economic statistics and a performance chart. [...]

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Shrinking portfolio values

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Hat tip: Rob Fraim

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The year of living dangerously

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By Jeremy Gardiner

Before we delve into what surprises may lurk during the “Year of the Rat” it is important to reflect on what was delivered by “the Year of the Pig”. “The Pig” proved to be a year of many surprises. As the beginning of 2007 dawned, many of the [...]

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Equity markets: Is it too late to be selling?

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By Shaun le Roux

This time last year the stock market was bullet proof. We were focusing a lot of our attention on trying to persuade clients to tone down their one- to two-year expectations from equity markets. Yet, at a point in October 2007, the JSE All Share was trading [...]

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A dramatic breakthrough for humankind

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